Retrieved on:
Wednesday, March 27, 2024
CHICAGO, March 27, 2024 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment advisor (RIA) platforms, today announced the addition of the award-winning Advyzon platform, a comprehensive platform with multiple tools to help advisors run and scale their firms. This addition augments LaSalle St.'s robust technology offerings, Technology Learning Center and related Advisor Concierge Service.
Key Points:
- This addition augments LaSalle St.'s robust technology offerings, Technology Learning Center and related Advisor Concierge Service.
- Advyzon, a Chicago-based technology company, provides a full range of services, including portfolio management, account aggregation, performance reporting, CRM, a growth suite, client portal, mobile app and secure document management.
- Mark Contey, Chief Marketing Officer, LaSalle St., said, "Advisors need to balance flexibility and efficiency when selecting a technology solution.
- This latest partnership is part of LaSalle St.'s commitment to continuous improvement of its technology solutions and access to education and support for its advisors.
Retrieved on:
Wednesday, November 29, 2023
CHICAGO, Nov. 29, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser (RIA) platforms, today announced that Horwitz & Associates has joined its network. Horwitz & Associates was previously an OSJ under Western International and oversees $550 million in client assets.
Key Points:
- Horwitz & Associates was previously an OSJ under Western International and oversees $550 million in client assets.
- Horwitz & Associates, founded in 1970 by Gerald Horwitz, provides financial, retirement planning and asset and wealth management services to its pre-retiree, retiree and business owner clients.
- The firm owns and will continue to operate its RIA, EA Horwitz & Associates.
- "Horwitz & Associates leverages multi-generational experience, and deep family connections and is a perfect fit for our network," said LaSalle St. Chief Marketing Officer Mark Contey.
Retrieved on:
Tuesday, September 19, 2023
CHICAGO, Sept. 19, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing an independent broker-dealer; RIA and insurance platforms, and a financing division (LaSalle St. Financial), today announced it has established a relationship with Live Oak Bank, a subsidiary of Live Oak Bancshares, Inc, (NYSE: LOB) to provide access to additional capital that will open up additional funding sources and allow the firm to continue executing on its growth objectives.
Key Points:
- "We established this relationship with Live Oak Bank to take advantage of the opportunities we see in the market," said Mark Contey, Chief Marketing Officer.
- Live Oak Bank is a digitally focused, FDIC-insured bank with significant experience supporting wealth management enterprises across the country.
- "We are thrilled to offer LaSalle St. affiliated advisors a range of capital solutions to support their growth," said James Hughes, Head of Investment Advisor Financing at Live Oak Bank.
- Live Oak shares LaSalle St. leadership's dedication to personal service that enables advisors to grow and scale their businesses."
CHICAGO, Aug. 1, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, today outlined the concierge support program it provides through its Technology Learning Center for affiliated advisors.
Key Points:
- CHICAGO, Aug. 1, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, today outlined the concierge support program it provides through its Technology Learning Center for affiliated advisors.
- The LaSalle St. Technology Learning Center, the firm's comprehensive set of learning resources, has helped advisors integrate best-in-class technology, industry-leading practices and engage in peer-to-peer exchange.
- The value-add offering from the firm consists of live webinars, recorded videos, written documentation and a LaSalle St. podcast.
- Over the past year, LaSalle St. advisors provided critical feedback about the Technology Learning Center that enabled the firm to continue to build on a program that addressed the specific needs of its advisor network.
Business development,
Partnership,
Senior,
Culture,
RIA,
Partnership for a Secure America,
Zions Bancorporation,
Behavior,
Growth,
La Salle,
Certified Financial Planner,
BFA,
Financial adviser CHICAGO, May 15, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser (RIA) platforms, today announced that Link Financial Advisory has joined its network. Founder and CEO Richard London will participate in LaSalle St.'s recently announced equity ownership program. Link Financial Advisory was previously affiliated with Securities America.
Key Points:
- Link Financial Advisory was previously affiliated with Securities America.
- All five advisors, including London, and a support team member, will join LaSalle St.
"Richard represents LaSalle St.'s core values.
- He started Link Financial Advisory in 2014 after working as a wealth advisor for Mutual Omaha Bank and Contango Capital Advisors, the RIA for Zions Bancorp.
- He is a Certified Financial Planner® (CFP®) and carries a Behavioral Financial Advisor (BFA) designation.
Retrieved on:
Wednesday, March 15, 2023
CHICAGO, March 15, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and two registered investment adviser (RIA) platforms, today announced former UBS Financial Services Vice President Cari Schulz has joined the firm as an advisor-owner under its new advisor-ownership program.
Key Points:
- CHICAGO, March 15, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and two registered investment adviser (RIA) platforms, today announced former UBS Financial Services Vice President Cari Schulz has joined the firm as an advisor-owner under its new advisor-ownership program.
- She was a Portfolio Manager at Morgan Stanley before joining UBS Financial Services in 2014.
- LaSalle St. recently announced the firm's new equity ownership offering that allows for financial advisor ownership.
- The firm will also form an Advisory Board comprised of financial advisor owners who will meet several times a year.
CHICAGO, March 8, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and two registered investment adviser (RIA) platforms, today announced its evolution to a financial advisor-owned business model. The firm reported the offering of a significant percentage of its equity to affiliated and qualified reps and advisors. The new program is considered unique to the independent marketplace and sets the firm on its future path.
Key Points:
- The firm reported the offering of a significant percentage of its equity to affiliated and qualified reps and advisors.
- The new program is considered unique to the independent marketplace and sets the firm on its future path.
- "While other firms in our space continue to consolidate into larger firms or private equity, we are committed to a different path.
- Being advisor-owned strengthens LaSalle's value proposition of enabling conflict-free affiliation for entrepreneurial-minded advisors who operate as true fiduciaries to their clients."
Senior,
Business,
Fidelity Investments,
Investment,
Business development,
Insurance,
COVID-19,
Technology,
Efficiency,
RIA,
NFS,
La Salle,
SEC,
Growth,
West Lane Technology Learning Center,
Financial adviser CHICAGO, May 12, 2022 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, today introduced its Technology Learning Center. The firm's comprehensive set of learning resources, consisting of live webinars, recorded videos, written documentation and a LaSalle St. podcast, is designed to help its affiliated representatives and advisors evaluate and optimize their practices' technology platforms.
Key Points:
- Technology Learning Center and event designed to foster growth, optimize efficiency
CHICAGO, May 12, 2022 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, today introduced its Technology Learning Center.
- The Technology Learning Center will be formally introduced during the LaSalle St.
- Annual Growth Summit which focuses on bringing real-life practice management, business growth, peer-to-peer engagement and product idea brainstorming to a one-day event.
- The 2022 Annual Growth Summit will feature sessions on networking, capital markets investment themes, book-buying strategies and other growth strategies.
Insurance,
Business development,
SEC,
Fidelity Investments,
NFS,
RIA,
Senior,
Investment,
La Salle,
Environment,
Goal,
Growth,
Industry,
Financial adviser CHICAGO, March 15, 2022 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, today announced that it successfully recruited independent advisors with $650 million in total client assets while retaining all its existing advisors in 2021.
Key Points:
- "Retention is a tangible measure of advisor satisfaction, and for the second year in a row, we can boast a retention rate of 100%," said Mark Contey, LaSalle St.'s Senior Vice President for Business Development.
- "Advisors vote with their feet, so the fact that we haven't lost an advisor in two years in this highly competitive market, speaks volumes."
- LaSalle St. conducts frequent satisfaction surveys to measure how well it is delivering on its commitment to service excellence.
- LaSalle St. is a family of firms comprising LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products.
Retrieved on:
Wednesday, February 23, 2022
CFP,
La Salle,
Insurance,
Growth,
Fidelity Investments,
Culture,
RIA,
NFS,
Business development,
Investment,
Technology,
Solution,
SEC,
Financial adviser,
Interior design,
Chesnut The firm's founder and president, Troy Chesnut, CFP brings over 35 years of experience serving clients needs to the LaSalle St. network.
Key Points:
- The firm's founder and president, Troy Chesnut, CFP brings over 35 years of experience serving clients needs to the LaSalle St. network.
- Founded in 1974, Chesnut provides individual and business clients with wealth management, asset management, financial planning and tax planning services.
- Mark Contey, LaSalle St.'s Chief Business Development Officer, said, "We are excited to welcome Chesnut to LaSalle St.
- LaSalle St. is a family of firms comprising LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products.
